Netflix (NASDAQ:NFLX) Given New $125.00 Price Target at Bank of America

Netflix (NASDAQ:NFLX) had its price target decreased by Bank of America from $149.00 to $125.00 in a research note issued to investors on Friday,Benzinga reports. Bank of America currently has a buy rating on the Internet television network’s stock.

Several other brokerages have also weighed in on NFLX. Wedbush reaffirmed an “outperform” rating and set a $115.00 target price on shares of Netflix in a research note on Friday, February 20th. Rothschild & Co Redburn set a $120.00 price target on shares of Netflix in a research note on Wednesday, January 21st. Moffett Nathanson decreased their price objective on shares of Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. UBS Group set a $104.00 price objective on shares of Netflix in a research report on Tuesday, January 27th. Finally, New Street Research dropped their target price on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $115.79.

Netflix Trading Down 0.2%

Shares of Netflix stock traded down $0.15 during trading hours on Friday, hitting $99.02. The company’s stock had a trading volume of 41,091,043 shares, compared to its average volume of 54,461,812. Netflix has a twelve month low of $75.01 and a twelve month high of $134.12. The firm has a fifty day moving average of $86.30 and a 200-day moving average of $103.69. The stock has a market cap of $418.08 billion, a price-to-earnings ratio of 39.18, a P/E/G ratio of 1.41 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company’s revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts forecast that Netflix will post 24.58 EPS for the current year.

Insider Transactions at Netflix

In other Netflix news, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the transaction, the director owned 79,690 shares of the company’s stock, valued at $7,081,253.40. This trade represents a 28.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Gregory K. Peters sold 105,781 shares of the business’s stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the completion of the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This trade represents a 46.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is owned by corporate insiders.

Institutional Trading of Netflix

Several hedge funds have recently modified their holdings of NFLX. Brighton Jones LLC grew its position in shares of Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after buying an additional 257 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after acquiring an additional 144 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after acquiring an additional 246 shares in the last quarter. Strategic Investment Advisors MI lifted its stake in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after acquiring an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after acquiring an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix walked away from its pursuit of Warner Bros. Discovery, securing a multi-billion-dollar breakup fee and removing an acquisition overhang that pressured the stock; management is refocusing on core streaming, ads and technology which investors view as capital-efficient. Netflix (NFLX) Is Up 16.6% After Walking Away From Warner Bros. Deal and Securing Breakup Fee
• Positive Sentiment: Netflix acquired InterPositive, Ben Affleck’s AI filmmaking startup, bringing the team in-house to build creator-focused production tools — a tech-forward move that supports cheaper, faster content production and reinforces Netflix’s AI strategy. Netflix buys Ben Affleck’s AI filmmaking company InterPositive
• Positive Sentiment: CFRA upgraded Netflix to a “buy” with a $115 price target, adding fresh analyst endorsement that supports further upside. Benzinga – CFRA Upgrade
• Positive Sentiment: Analysts and commentators argue walking away from the WBD deal may benefit shareholders by preserving capital and focusing management on margin-accretive growth rather than a massive, risky acquisition. Why Netflix Rejecting Warner Bros Discovery May Benefit Shareholders
• Neutral Sentiment: Bank of America lowered its price target (from $149 to $125) but kept a “buy” rating — a mixed read: still supportive but reflecting more conservative upside assumptions. Benzinga – BofA Lowers Price Target
• Neutral Sentiment: Reports show external investors (including filings tied to President Trump’s trust) bought Netflix debt during the M&A drama — notable market activity but not a direct equity catalyst. Trump Was Quietly Loading Up On Netflix Bonds — While Talking Down Its Warner Bid
• Negative Sentiment: Insider selling: the CFO and other insiders have recently sold shares (large director/Chairman sales were reported), which can create investor concern about timing and leadership selling into strength. Insider Selling: Netflix CFO Sells Stock Netflix Chairman Reed Hastings Cashed Out $39.8M

About Netflix

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.